[SIE] 46, Traditional and Roth IRAs
This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionate about opening up information to help everyone prepare better for financial certification exams. This episode covers content for the SIE Exam. In this episode you will learn: - Understand the fundamental tax difference: Traditional IRAs are pre-tax with taxable withdrawals, while Roth IRAs are post-tax with tax-free qualified withdrawals. - Learn the 2024 IRA contribution limits, including the additional catch-up amount for individuals age 50…
The skinny
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